See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,719 | $176,812+53.1% | $146,665+84.6% | $167,490+61.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.06% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,063 | $5,160-1.9% | $4,136+22.4% | $4,837+4.7% |
| Participant deferral / active EE | $6,787 | $6,440+5.4% | $5,506+23.3% | $6,341+7.0% |
| Admin fee / account holder | $4,012 | $13,259-69.7% | $10,280-61.0% | $12,309-67.4% |